We like to serve ordinary people and help them do extraordinary things.

1. WHO WE SERVE
We help a select group of families manage their financial assets, so they can focus on areas of their life that give them joy, meaning and purpose. My practice includes corporate executives, business professionals, entrepreneurs and multi-generational families, who have all accumulated assets, yet need help in developing a strategy to enjoy a comfortable retirement, approach a major life transition with confidence and leave a lasting legacy.

2. WHAT WE PROVIDE
a. Goals-centered advice and superior service
b. Thought leadership and behavioral coaching
c. Help to organize, build, protect and transfer wealth

3. WHAT WE LOOK FOR IN CLIENTS
a. Goals driven
b. Serious long term investor
c. Responsive and willing to follow through on our advice

4. OUR PHILOSOPHY
A one-size-fits-all approach may be fine for some investors, but we believe investments should be tailored to your needs and not generically based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, we can offer investment solutions tailored to all your financial goals. We then partner with you throughout your life to help make sure you stay on track.

5. WHY ME
I began my Edward Jones career in 2017 as a financial advisor in Wilmette and received the firm's coveted Ted Jones Prospecting Award in my first year. With an MBA from Kellogg and over twenty years of business experience across blue chip multinationals, I offer a unique set of experiences and a great depth of knowledge and acumen to empower my clients to make smart life decisions and investment choices. I strive to help my clients make sense of investing and bring a disciplined and comprehensive approach.

Focus areas

  • Retirement Savings Strategies
  • College Savings
  • Wealth Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Running
  • Soccer
  • Volunteering

Office Information

Office Address

1000 Skokie Blvd Suite 310 Wilmette, IL 60091

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 06:00PM
Tue 08:00AM - 06:00PM
Wed 08:00AM - 06:00PM
Thu 08:00AM - 06:00PM
Fri 08:00AM - 06:00PM
Sat 09:00AM - 01:00PM
Sun Closed

Connect on Social

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More